KMH WEALTH MANAGEMENT, LLC

KELLER WEALTH ADVISORS
VICTORIA, Texas·7 registered advisors·CRD# 111610
SEC# 801-552340361-573-4383
01

Firm Overview

AUM
$704M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at KMH WEALTH MANAGEMENT, LLC

7 registered advisors
Brenda Cathleen Hermes
VICTORIA, Texas
David Benjamin Faskas
VICTORIA, Texas
Doris Gay Boyd
VICTORIA, Texas
Hannah Katherine Gohmert
VICTORIA, Texas
Kyle Wesley Noack
VICTORIA, Texas
Phyllis Ponder Keller
VICTORIA, Texas
Thomas Lane Keller
VICTORIA, Texas
05

Office Locations

VICTORIA, Texas
7 advisors

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Data sourced from SEC Form ADV filings. KMH WEALTH MANAGEMENT, LLC (CRD# 111610) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.